Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
APPALOOSA LP (CIK 1656456) reported $5.93B across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($899.7M, 15.16%), MU ($562.5M, 9.48%), GOOG ($497.0M, 8.38%), UBER ($455.5M, 7.68%), TSM ($448.6M, 7.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $899.7M | 15.16% | 4.3M | Added |
| 2 | MU | MICRON TECHNOLOGY INC | $562.5M | 9.48% | 1.7M | Trimmed |
| 3 | GOOG | ALPHABET INC | $497.0M | 8.38% | 1.7M | Trimmed |
| 4 | UBER | UBER TECHNOLOGIES INC | $455.5M | 7.68% | 6.3M | Added |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $448.6M | 7.56% | 1.3M | Added |
| 6 | BABA | ALIBABA GROUP HLDG LTD | $434.7M | 7.33% | 3.5M | Trimmed |
| 7 | VST | VISTRA CORP | $304.0M | 5.12% | 2.0M | Added |
| 8 | EWY | ISHARES INC | $295.2M | 4.98% | 2.4M | Added |
| 9 | NVDA | NVIDIA CORPORATION | $256.6M | 4.33% | 1.5M | Trimmed |
| 10 | NRG | NRG ENERGY INC | $253.5M | 4.27% | 1.7M | Added |
| 11 | META | META PLATFORMS INC | $249.7M | 4.21% | 436,500 | Trimmed |
| 12 | SNDK | SANDISK CORP | $178.7M | 3.01% | 281,250 | New |
| 13 | GLW | CORNING INC | $153.6M | 2.59% | 1.1M | Trimmed |
| 14 | WHR | WHIRLPOOL CORP | $105.1M | 1.77% | 1.9M | Trimmed |
| 15 | PDD | PDD HOLDINGS INC | $92.0M | 1.55% | 900,000 | Trimmed |
| 16 | LRCX | LAM RESEARCH CORP | $81.7M | 1.38% | 382,500 | Trimmed |
| 17 | BIDU | BAIDU INC | $77.1M | 1.30% | 692,100 | Added |
| 18 | LHX | L3HARRIS TECHNOLOGIES INC | $68.3M | 1.15% | 198,000 | Trimmed |
| 19 | RTX | RTX CORPORATION | $66.0M | 1.11% | 342,000 | Trimmed |
| 20 | ASML | ASML HLDG NV | $65.4M | 1.10% | 49,500 | Trimmed |
| 21 | QCOM | QUALCOMM INC | $64.2M | 1.08% | 498,613 | Trimmed |
| 22 | BALL | BALL CORP | $49.5M | 0.83% | 837,000 | Trimmed |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $45.0M | 0.76% | 221,400 | Trimmed |
| 24 | JD | JD.COM INC | $38.6M | 0.65% | 1.3M | Trimmed |
| 25 | LYFT | LYFT INC | $35.9M | 0.61% | 2.7M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31